Mahindra Manulife Mutual Fund · Equity · Small Cap · Direct plan
Mahindra Manulife Small Cap Fund - Direct Plan - Growth
₹22.3851NAV on 30 Oct 2026Expense ratio 0.93%
29 Oct 2025NAV low 17.88 · high 24.51+6.8%
In plain words
Over 3 years it returned +18.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.0%.
On 3-year return it ranks 5 of 24 funds in Small Cap.
A monthly SIP over 3 years ended ₹9,980 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -4.6% | +1.9% |
| 3 months | -1.4% | -5.1% |
| 6 months | +7.5% | -3.2% |
| 1 year | +6.3% | -10.2% |
| 3 years (yearly) | +18.0% | +7.4% |
| Since start (yearly) | +23.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,28,937 | +12.4% |
| 3 years | ₹3,60,000 | ₹4,25,269 | +10.6% |
Other plan of this fund: Mahindra Manulife Small Cap Fund - Regular Plan - Growth